CFA (2003); BA (Mathematics) (1998) Concordia University, Canada.
Julie is a vice president and an institutional portfolio manager at PH&N Institutional. Prior to joining the firm in 2020, Julie spent eight years on the institutional team of a large global investment manager where she had multiple client-facing responsibilities, including most recently, the role of active equity product strategist. Previously, she was director, Global Consultant Relations. In this role, she headed the Canadian business for developing and maintaining relationships with investment consultants. Before that, Julie worked for a large global consulting firm for over a decade, initially responsible for manager research across a variety of alternative asset classes, and then transitioning to a client service role for their delegated business. Julie began her career in the investment industry in 1998.